See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,661 | $58,828+18.4% | $77,999-10.7% | $62,891+10.8% |
| Participation rate | 60.9% | 71.1%-10.2pp | 75.5%-14.7pp | 69.3%-8.4pp |
| Annual return | 9.66% | 17.16%-7.5pp | 425.96%-416.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $286 | $1,672-82.9% | $2,470-88.4% | $2,281-87.5% |
| Participant deferral / active EE | $1,434 | $2,686-46.6% | $3,497-59.0% | $3,203-55.2% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |